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U.S. Trade Distributors Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies63
  • 7D2.6%
  • 3M-2.0%
  • 1Y27.0%
  • YTD0.6%

In the last week, the Trade Distributors industry is up 2.5%, with W.W. Grainger up 5.7%. This means that the industry has gained 27% over the past year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the U.S. Trade Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$367.3bUS$200.5bUS$16.4b21.3x22.4x1.8x
Tue, 03 Mar 2026US$367.4bUS$189.6bUS$15.1b22x24.3x1.9x
Thu, 29 Jan 2026US$364.0bUS$186.2bUS$15.4b22.7x23.7x2x
Sat, 27 Dec 2025US$335.4bUS$183.2bUS$15.2b20.8x22.1x1.8x
Mon, 24 Nov 2025US$316.6bUS$182.8bUS$15.1b18.8x21x1.7x
Wed, 22 Oct 2025US$340.7bUS$180.8bUS$14.8b21.6x22.9x1.9x
Fri, 19 Sep 2025US$342.0bUS$179.7bUS$14.8b22.1x23.1x1.9x
Sun, 17 Aug 2025US$347.3bUS$184.6bUS$14.7b22.3x23.7x1.9x
Tue, 15 Jul 2025US$337.7bUS$181.2bUS$13.8b20.6x24.5x1.9x
Thu, 12 Jun 2025US$322.5bUS$181.3bUS$13.8b19.8x23.4x1.8x
Sat, 10 May 2025US$297.1bUS$182.0bUS$13.9b19.8x21.3x1.6x
Mon, 07 Apr 2025US$278.1bUS$191.1bUS$14.2b17.9x19.6x1.5x
Wed, 05 Mar 2025US$293.4bUS$190.7bUS$14.5b18.2x20.3x1.5x
Fri, 31 Jan 2025US$317.7bUS$190.0bUS$15.2b19.6x20.8x1.7x
Sun, 29 Dec 2024US$305.1bUS$189.4bUS$15.3b16.2x20x1.6x
Tue, 26 Nov 2024US$344.0bUS$189.2bUS$15.3b18.7x22.5x1.8x
Thu, 24 Oct 2024US$319.5bUS$191.0bUS$15.7b15.6x20.3x1.7x
Sat, 21 Sep 2024US$312.6bUS$190.7bUS$15.8b14.4x19.7x1.6x
Mon, 19 Aug 2024US$296.0bUS$190.6bUS$15.8b13.3x18.7x1.6x
Wed, 17 Jul 2024US$300.1bUS$189.9bUS$15.9b17.9x18.9x1.6x
Fri, 14 Jun 2024US$288.4bUS$189.8bUS$16.0b15.2x18.1x1.5x
Sun, 12 May 2024US$306.8bUS$189.5bUS$15.8b18x19.4x1.6x
Tue, 09 Apr 2024US$319.6bUS$188.7bUS$15.8b19.5x20.2x1.7x
Thu, 07 Mar 2024US$302.1bUS$189.0bUS$16.0b17.5x18.9x1.6x
Sat, 03 Feb 2024US$308.8bUS$207.2bUS$16.7b15.1x18.4x1.5x
Mon, 01 Jan 2024US$292.0bUS$206.5bUS$16.7b15.1x17.5x1.4x
Wed, 29 Nov 2023US$261.1bUS$205.5bUS$16.9b12.9x15.4x1.3x
Fri, 27 Oct 2023US$236.7bUS$205.2bUS$16.8b12.3x14.1x1.2x
Sun, 24 Sep 2023US$241.9bUS$203.8bUS$16.6b12.3x14.5x1.2x
Tue, 22 Aug 2023US$249.1bUS$203.6bUS$16.6b12.8x15x1.2x
Thu, 20 Jul 2023US$259.5bUS$202.6bUS$16.5b14.5x15.7x1.3x
Sat, 17 Jun 2023US$245.2bUS$202.3bUS$16.5b13x14.8x1.2x
Mon, 15 May 2023US$224.6bUS$202.1bUS$16.8b11.7x13.4x1.1x
Wed, 12 Apr 2023US$214.4bUS$200.1bUS$14.0b12.2x15.3x1.1x
Price to Earnings Ratio

15.3x


Total Market Cap: US$214.4bTotal Earnings: US$14.0bTotal Revenue: US$200.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trade Distributors Industry Price to Earnings3Y Average 19.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Trade Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 22.2x which is higher than its 3-year average PE of 19.5x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 6.2% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market3.46%
Industrials2.97%
Trade Distributors2.56%
Trade Companies and Distributors2.56%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GWW W.W. GraingerUS$1.12k5.7%
+US$2.9b		18.6%PE31x
FERG Ferguson EnterprisesUS$235.074.6%
+US$2.0b		51.1%PE24.2x
FAST FastenalUS$46.303.0%
+US$1.6b		24.4%PE42.3x
AER AerCap HoldingsUS$139.184.3%
+US$943.9m		55.7%PE6x
WSO WatscoUS$370.316.7%
+US$876.8m		-22.5%PE30.3x

Latest News

WSO
US$370.31
Watsco
7D
6.7%
1Y
-22.5%
AER
US$139.18
AerCap Holdings
7D
4.3%
1Y
55.7%
SITE
US$126.74
SiteOne Landscape Supply
7D
-2.9%
1Y
13.8%
RUSH.A
US$65.74
Rush Enterprises
7D
-0.5%
1Y
30.5%
MGRC
US$107.53
McGrath RentCorp
7D
-2.2%
1Y
2.3%
CNM
US$50.95
Core & Main
7D
5.8%
1Y
10.4%

CNM: Share Repurchases And Higher Long Term Revenue Assumptions Will Support Upside

Analysts now see Core & Main's fair value price target at about $60.56, down slightly from roughly $61.06. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
QXO
US$19.03
QXO
7D
0.4%
1Y
35.9%
URI
US$732.09
United Rentals
7D
-0.3%
1Y
29.7%

URI: Infrastructure And Data Center Demand Will Support Upside As AI Adoption Expands

United Rentals' analyst price target has been trimmed by about $5 to roughly $986, as analysts reflect slightly softer assumptions on growth, margins and discount rates following a series of recent target cuts that were partly offset by one increase. Analyst Commentary Recent research updates on United Rentals show a cluster of price target revisions, with most firms trimming their targets and one raising theirs.
FERG
US$235.07
Ferguson Enterprises
7D
4.6%
1Y
51.1%

FERG: Large Project Exposure And Buybacks Will Support Medium Term Upside

Ferguson Enterprises' updated analyst price target edges higher to $277.18 from $276.55, as analysts factor in slightly lower discount rates, modestly adjusted revenue growth assumptions, a small uptick in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Ferguson Enterprises, with analysts reacting to Q4 results, updated medium term targets, and the company’s role in large capital projects.
HRI
US$91.04
Herc Holdings
7D
-9.3%
1Y
-25.5%
GWW
US$1,117.45
W.W. Grainger
7D
5.7%
1Y
18.6%
DNOW
US$12.08
DNOW
7D
-1.4%
1Y
-18.3%

DNOW: Transitory ERP Issues And Completed Buyback Will Support Future Upside

Narrative Update Analysts have reduced their price target on DNOW to $16 from $18, citing lingering ERP-related risks that they expect to be temporary. Analyst Commentary Bullish and bearish analysts are responding differently to the recent ERP related headlines, and that split is showing up in how they talk about DNOW's risk and reward trade off around the revised US$16 price target.
BCC
US$73.20
Boise Cascade
7D
-1.7%
1Y
-23.3%

BCC: Future Returns Will Rely On Stabilizing Pricing And Housing Recovery

Analysts have nudged their price targets on Boise Cascade higher into a range of about $81 to $103, citing stabilizing pricing, company specific initiatives heading into 2026, and expectations for more balanced execution despite a weak housing backdrop. Analyst Commentary Recent research on Boise Cascade highlights a mix of optimism and caution, with price targets clustered in a range of about $81 to $103 and ratings spanning Buy, Neutral, and Underperform.
FAST
US$46.30
Fastenal
7D
3.0%
1Y
24.4%

FAST: Modest February Sales Strength Will Still Drive Further Multiple Compression

Analysts have nudged Street price targets on Fastenal modestly higher, with moves such as Baird's lift to $52 and Barclays' to $44. These changes reflect updated models that factor in recent data points like stronger than expected February average daily sales.
SUNB
US$63.09
Sunbelt Rentals Holdings
7D
-3.3%
1Y
30.5%

Mega Projects And Specialty Segments Will Drive Long Term Upside Potential

Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings provides equipment rental solutions across General Tool and Specialty categories to construction and nonconstruction customers in North America and the U.K. What are the underlying business or industry changes driving this perspective? Strong activity in data centers, health care, infrastructure, energy and manufacturing mega projects, combined with recent large project wins and related fleet investment, positions Sunbelt to support multi‑year project cycles that can support rental revenue and capital efficiency.
WCC
US$277.45
WESCO International
7D
5.8%
1Y
103.9%